KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.4M
3
+$1.67M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.35M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.04M

Top Sells

1
+$3.38M
2
+$3.29M
3
+$1.99M
4
DEO icon
Diageo
DEO
+$1.94M
5
BAC icon
Bank of America
BAC
+$1.76M

Sector Composition

1 Healthcare 9.49%
2 Financials 7.74%
3 Consumer Staples 7.18%
4 Industrials 5.99%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.01%
38,641
+374
27
$1.56M 0.98%
12,940
+2,332
28
$1.47M 0.92%
27,312
+352
29
$1.4M 0.88%
12,099
-16,784
30
$1.35M 0.85%
35,668
-15,412
31
$1.3M 0.82%
48,987
-355
32
$1.26M 0.79%
19,729
+160
33
$1.22M 0.77%
9,973
+287
34
$1.2M 0.75%
14,683
-736
35
$1.18M 0.74%
20,895
-834
36
$1.17M 0.74%
11,017
+23
37
$1.08M 0.68%
21,563
+645
38
$1.06M 0.67%
8,926
+29
39
$1.01M 0.63%
122,398
-3,588
40
$947K 0.59%
8,453
-220
41
$926K 0.58%
5,107
+28
42
$891K 0.56%
+34,672
43
$877K 0.55%
10,482
+373
44
$845K 0.53%
10,243
+224
45
$844K 0.53%
9,987
+440
46
$836K 0.52%
10,579
-1,040
47
$810K 0.51%
6,906
+100
48
$761K 0.48%
+29,326
49
$741K 0.46%
+29,950
50
$688K 0.43%
6,796
+335
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2
3 4 5